See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,158 | $47,126-29.6% | $149,673-77.8% | $74,419-55.4% |
| Participation rate | 30.3% | 63.4%-33.1pp | 78.8%-48.5pp | 70.7%-40.5pp |
| Annual return | 14.79% | 22.75%-8.0pp | 134.42%-119.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $449 | $1,905-76.4% | $4,818-90.7% | $2,637-83.0% |
| Participant deferral / active EE | $1,277 | $2,728-53.2% | $5,680-77.5% | $4,528-71.8% |
| Admin fee / account holder | $2 | $343-99.4% | $13,210-100.0% | $348-99.4% |